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Bluespring Wealth Partners · 3 weeks ago

Senior Registered Client Service Specialist

Dallas, TX

Full-time

Hybrid

Mid, Senior Level

3+ years exp

Bluespring Wealth Partners is part of Kestra Holdings, an industry-leading wealth management platform for independent financial professionals nationwide. They are seeking a Senior Registered Client Service Specialist to leverage advisors' time and provide excellent customer service and problem-solving skills to clients in a timely and professional manner.

Financial Services

Responsibilities

Prepare and follow up on client meetings, including paperwork, reports, and documentation

Manage client requests for processing, service, and problem resolution while maintaining compliance standards

Partner with Broker Dealer for new account setup, maintenance, and compliance

Process and service account paperwork and trading requests (equities and mutual funds)

Assist with consolidated performance reporting on a monthly/quarterly basis

Maintain CRM database and ensure adherence to client service models

Manage multiple priorities in a fast-paced environment, exercising sound judgement, attention to detail, and proactive approach to problem-solving

Anticipate advisor and client needs, proactively identifying opportunities to improve service efficiency and the overall client experience

Perform additional responsibilities and special projects as assigned by advisors supporting firm-wide operational excellence

Qualification

Active Series 7 certificationSeries 63 certificationSeries 66 certificationFinancial services experienceMicrosoft Office proficiencyCommunication skillsOrganizational abilitiesProblem-solving abilitiesAttention to detailTeam-oriented